See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,384 | $95,561-64.0% | $77,163-55.4% | $139,434-75.3% |
| Participation rate | 75.0% | 73.9%+1.1pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 19.29% | 54.92%-35.6pp | 37.87%-18.6pp | 372.94%-353.7pp |
| Employer contribution / active EE | $1,193 | $3,147-62.1% | $2,535-52.9% | $4,751-74.9% |
| Participant deferral / active EE | $8,175 | $4,624+76.8% | $3,833+113.3% | $6,710+21.8% |
| Admin fee / account holder | $920 | $8,295-88.9% | $5,472-83.2% | $11,403-91.9% |